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Balaji Telefilms Ltd

Q3 FY20Entertainment

Balaji Telefilms Q3 FY20 earnings call: Revenue & Margins

Q3 FY20 earnings call: what management said on revenue, margins and capex.

Price₹92
Market cap₹1.1K Cr

The short version

TV business expected to grow by approximately 10% over FY2020, driven by production efficiencies and cost control, with key shows like Naagin performing well. Balaji Telefilms reported a record profitable quarter with the highest profit in 12 years, signaling strong operational momentum.

From Balaji Telefilms Ltd's Q3 FY20 earnings-call transcript · updated 4 Sept 2026.

Revenue & Sales Performance

  • TV business expected to grow by approximately 10% over FY2020, driven by production efficiencies and cost control, with key shows like Naagin performing well.
  • ALT Balaji's digital subscription revenue has shown strong growth, increasing from Rs.7 crore in the first year to Rs.80 crore currently; expected to double to around Rs.150 crore next year.
  • ALT Balaji aims to achieve breakeven between FY2020 and FY2021, with direct subscription revenues doubling annually and cost base reducing.

2 more points from Balaji Telefilms Ltd's call on revenue

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Profitability & Margins

See what Balaji Telefilms Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Capital deployed into movie business is restricted to ₹100 Crores annually.
  • Approximately 3 to 4 movies are produced each year with costs booked upfront, while releases can occur over the following years.
  • Focus on presales and co-production to manage capital commitments, e.g., co-producing "Ek Villain 2" with T-Series.
  • ALT Balaji has limited technology investment, around ₹19 Crores, focusing on basic user experience.
  • Content creation cost for TV and digital remains around ₹160-170 Crores annually, with ₹100-140 Crores attributed to content production.
  • ZEE partnership involves cost-sharing where 60% of content costs (~₹80-90 Crores annually) are borne by ZEE, reducing Balaji’s cash outlay.

2 more points from Balaji Telefilms Ltd's call on capex

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Top-ranked in Entertainment

Ranked on what management guided this quarter

Guidance-ranked
1Phantom Digital
Rev 2Mar 1
2Digikore Studios
Rev 2Mar 1
3
Rev 2Mar 3
4
Rev 2Mar 3
5
Rev 2Mar 3
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Balaji Telefilms Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • The company’s capital deployed into motion pictures is restricted to ₹100 Crores annually.
  • Typically, 3 to 4 movies are produced each year, with some costs booked for movies releasing in subsequent years due to talent locking and long production cycles.
  • As of the call date, three of the next four movies are already pre-sold and have achieved break-even.
  • The upcoming movie pipeline for FY2021 includes:
  • Dolly Kitty Aur Woh Chamakte Sitare (completed)
  • KTina (50% completed)
  • Pagglait (30% completed)

2 more points from Balaji Telefilms Ltd's call on order book

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Balaji Telefilms Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹48 Cr, net loss ₹14 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Balaji Telefilms's management said in earlier quarters

Earlier calls (1)

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Frequently Asked Questions

What were Balaji Telefilms Ltd Q3 FY20 results?

TV business expected to grow by approximately 10% over FY2020, driven by production efficiencies and cost control, with key shows like Naagin performing well. Balaji Telefilms reported a record profitable quarter with the highest profit in 12 years, signaling strong operational momentum.

What is Balaji Telefilms Ltd share price analysis?

Balaji Telefilms Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹1,146 Cr. Investors should review the full earnings analysis for detailed insights.

Is Balaji Telefilms Ltd planning capital expenditure?

Capital deployed into movie business is restricted to ₹100 Crores annually.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.